Asset Allocation (31 Aug 2017)

Australian Equities

32.48%

International Equities

33.63%

Cash

4.64%

Property

6.45%

Fixed Interest

8.27%

Alternatives

14.53%

Asset Allocation

Objectives and Strategy

Fund Objective

To provide moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Exposure to individual asset classes will be attained through the use of index focussed fund managers.

Fund Strategy

The investment option seeks to provide an index focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate fund managers for each underlying asset class, the fund is designed to provide market tracking returns over the recommended investment time frame.

1300 880 160

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Unless otherwise specifically stated or disclosed (such as the InvestSMART Diversified Portfolios Product Disclosure Statement), neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.